Investment Management in Trinity, NY

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1. John H. Slade & Co,. Inc.

John H. Slade & Co,. Inc.

30 Wall St, New York, NY 10005

From Business: Wealth MANAGEMENT ​ MANAGED ACCOUNTS ​ DO YOU OWN your wealth. Or does your wealth hold YOU? once YOU have reached a certain level of financial security. Every hour that YOU…

2. New Builders Management Inc.

New Builders Management Inc.

44 Court St. Ste 1217, Brooklyn, NY 11201

CLOSED NOW:9:00 am - 5:00 pm

From Business: We help prospective clients achieve Wealth Freedom and Cash Flow through real esate

YP
11 Years
in Business

3. North Shore Wealth Management Advisors, Inc.

North Shore Wealth Management Advisors, Inc.

1 World Trade Ctr 85th Fl, New York, NY 10007

CLOSED NOW:9:30 am - 5:00 pm

From Business: Your Source For Professional Wealth Management Financial Planning, Investments, Taxes Pensions, 401K Plans, Insurance Individuals & Businesses

4. Fidelity Investments

Fidelity Investments

165 Broadway, New York, NY 10006

CLOSED NOW:8:30 am - 5:00 pm

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

5. Invesco

Invesco

225 Liberty St, New York, NY 10281

CLOSED NOW:9:00 am - 5:00 pm

From Business: Established in 1960, OppenheimerFunds is a mutual fund company that provides a range of financial products and related services for individuals and businesses. It is one of the…

6. Eflow Fx

Eflow Fx

30 Wall St 8th Fl, New York, NY 10005

CLOSED NOW:8:00 am - 7:00 pm

From Business: EFLOW FX, a division of EFLOW CAPITAL LLC, is a leading provider of managed investment plans, specializing in delivering high returns through strategic investments and advanced…

7. Foresters Investment Management Co

Foresters Investment Management Co

40 Wall St, New York, NY 10005

From Business: FIMCO is a registered investment adviser responsible for portfolio management and accounting for the First Investors mutual funds, as well as the underlying portfolios of the…

8. Simplify Asset Management Inc

Simplify Asset Management Inc

222 Broadway, New York, NY 10038

OPEN 24 HOURS

From Business: Simplify's is to help advisors build better portfolios. They are in scientific use of options to uniquely address the most difficult asset allocation problems today. Their firm…

9. A-Venture Capital

A-Venture Capital

48 Wall St, New York, NY 10005

CLOSED NOW:9:00 am - 5:00 pm

From Business: Jean MARC Lopez speaks english. Spanish. French. Italian & PORTUGUESE WHILE still student. Jean MARC Lopez owned a real estate broker Company in the French Riviera. The Company…

10. Gary Vaynerchuk

Gary Vaynerchuk

20 Exchange Pl, New York, NY 10005

From Business: Gary Vaynerchuk is the chairman of VaynerX, a modern-day media and communications holding company, and the active CEO of VaynerMedia, a full-service advertising agency…

11. Superior Certified Public Accountant & Management Services

Superior Certified Public Accountant & Management Services

100 Church St Fl 8, New York, NY 10007

CLOSED NOW:9:00 am - 6:00 pm

From Business: A Company. Provide truly affordable and reliable bookkeeping. Payroll and taxation related services. OUR accountants possess best qualities and ethics in the industry.

12. Fordham Financial Management

Fordham Financial Management

17 Battery Pl, New York, NY 10004

From Business: Fordham Financial Management is a full-service broker-dealer and investment banking firm. Founded in 1987, it offers asset-backed securities, corporate and municipal bonds, and…

13. Butler Capital Group

Butler Capital Group

67 Wall St, New York, NY 10005

CLOSED NOW:9:00 am - 8:00 pm

From Business: We Help Build Business Credit. Access Business Funding. Get A Website & Grow Your business! Contact us today!We Help Build Business Credit. Access Business Funding. Get A…

14. Oppenheimer & Co, Inc.

Oppenheimer & Co, Inc.

85 Broad St, New York, NY 10004

CLOSED NOW:7:30 am - 5:30 pm

From Business: Oppenheimer Holdings offers a range of integrated financial services. It operates several wholly owned subsidiaries, including Oppenheimer Asset Management, Oppenheimer Life…

YP
144 Years
in Business

15. Park Avenue Securities

Park Avenue Securities

7 Hanover Sq, New York, NY 10004

CLOSED NOW:8:30 am - 5:00 pm

From Business: Park Avenue Securities LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the…

16. Bexil Corporation

Bexil Corporation

11 Hanover Sq, New York, NY 10005

CLOSED NOW:9:00 am - 5:00 pm

From Business: Bexil Corporation is a holding company that operates various investment subsidiaries. It offers investment options in equity and debt. The company provides financial assistance…

17. GFI Group Inc.

GFI Group Inc.

55 Water St, New York, NY 10041

CLOSED NOW:9:00 am - 5:00 pm

From Business: GFI Group, established in 1987 and located in New York City, is a provider of brokerage, FENICS analytics, and market data services to clients worldwide. It provides…

18. Alphadyne Capital Co

Alphadyne Capital Co

17 State St Ste 405, New York, NY 10004

From Business: About Alphadyne Asset Management Alphadyne Asset Management is an investment firm founded in 2005 by Philippe Khuong-Huu and Bart J. Broadman. Alphadyne focuses on directional…

19. Fiserv

Fiserv

10 Exchange Pl, Jersey City, NJ 07302

CLOSED NOW:9:00 am - 5:00 pm

From Business: Fiserv is one the leading provider of information management solutions for the financial industry. The company offers products arranged in five functional areas, including…

20. Reaves Asset Management

Reaves Asset Management

10 Exchange Pl, Jersey City, NJ 07302

From Business: Founded in 1961, W. H. Reaves & Company is an employee-owned, research-based investment management company. It serves the utilities, energy and telecommunications industries.…

21. E1 Asset Management Inc

E1 Asset Management Inc

185 Hudson St, Jersey City, NJ 07311

CLOSED NOW:8:00 am - 4:00 pm

From Business: Established in 1998, E1 Asset Management is a full-service brokerage firm. The company provides check writing and debit card service options for transferring of credit balances…

22. Daniel Cullinane CPA

Daniel Cullinane CPA

2500 Plaza Five Ste 25, Jersey City, NJ 07311

CLOSED NOW:9:00 am - 5:00 pm

From Business: Full service CPA firm with an emphasis on resolving TAX problems. OUR TAX resolution business covers several states.

23. Reshape Wealth

Reshape Wealth

65 Bay St Apt 3403, Jersey City, NJ 07302

CLOSED NOW:8:30 am - 6:00 pm

From Business: Reshape Wealth was founded on the principle that people have the right to be wealthy. We’ve taken the wealth management philosophy of the world’s most successful investors –…

24. iTax Find

iTax Find

147 Prince St, Brooklyn, NY 11201

From Business: CPA with over 20 years TAX experience working with small and medium size businesses and individuals. Services include entity formation. TAX return preparation. And TAX…

25. Gawain Mckenzie

Gawain Mckenzie

47 Newark St, Hoboken, NJ 07030

CLOSED NOW:9:00 am - 5:00 pm

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

We found 1480 results for Investment Management in or near Trinity, NY.They also appear in other related business categories including Investment Advisory Service, Financial Planning Consultants, and Financial Planners. 13 of these businesses have an A/A+ BBB rating. 2 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Midtown Manhattan, Midtown East, and Downtown Manhattan. These businesses offer their services in one-or-more of the following languages: Spanish, Chinese, and German.